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Cap C Cap
Client Intake Form
1. Name:
  Spouses Name:
2. Address 1:
  Address 2: (optional)
  City:
  State:
  Zip Code:
3. Home Phone:
  Cell Phone:
4. Your e-mail address:
     
Property Information
1. Is this a commercial or residential property?

* If this is a commercial property, skip questions 2-5, and proceed to question  6.
2. If this is a residential property is this your primary residence?

3. Is this property located on less than 2.5 acres of land?
4. Does the property contain more than two residences?
5. Is this property your primary residence?

6. If this property is not your primary residence, please describe the nature and occupancy of the property
7. What is the address of the property? 
     
Loan Information
First Lien
1. Is the First Lien on your property a Mortgage of Deed of Trust?
2. Who is the Lien Holder?
3. Original Loan Amount?
4. Current balance owned?
5. Is this loan in default?
  If so how long?
6. Have you been served with a lawsuit?
  If yes,  when is the is Answer to the   Complaint due?
 

 

If yes, please provide a copy of the lawsuit to the firm prior to  your consultation.
7. Have your received Notice of a Trustee Sale?
  If yes, when is the Trustee Sale scheduled to occur?
 

 

If yes, please provide a copy of the Notice of Trustee Sale prior to your consultation.
8. Have you been notified how much is needed to bring the loan current? If so, how much is needed and how were you notified?
     
Second Lien
1. Is there a Second Lien on your property?
  If so, is it a Mortgage of Deed of Trust?
2. Who is the Lien Holder?
3. Original Loan Amount?
4. Current balance owned?
5. Is this loan in default?
  If so how long?
6. Have you been served with a lawsuit?
  If yes,  when is the is Answer to the   Complaint due?
 

 

If yes, please provide a copy of the lawsuit to the firm prior to  your consultation.
7. Have your received Notice of a Trustee Sale?
  If yes, when is the Trustee Sale scheduled to occur?
   

If yes, please provide a copy of the Notice of Trustee Sale prior to your consultation.

8. Have you been notified how much is needed to bring the loan current? If so, how much is needed and how were you notified?
     
Any other Liens
  Are there any other liens on this property? If so, please provide details below. If you need additional space, please submit a separate sheet of paper.
     
Specific Questions
  Are there any specific questions or issues, related to the subject matter of this consultation, that you would like to make sure are addressed during the consultation? If so, please provide below:
     
     
  Enter the security code shown: (required)
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